Pepperi Knowledge Center

Sales Order View with different billto shipto addresses

Accessing the right account (shipto) from the sales order detail screen is an extra step that doesn't need to be there. For the most part, salesmen don't care about seeing the billto address or selecting that from the initial sales order screen.

It would make more sense to display the shipto addresses in the initial screen selection, as that's who they're selling to.

The request is to display the shipto (branches) in the initial screen. It will do that if the shipto/billto is the same and you don't make branches.

This would save them a few clicks and workflow wise make more sense to them

Comments

In our next app version we are releasing a feature that will allow you to view the Account lists with branches listed as individual customers, or as a hierarchy with "parent" branches as container for branches.